PD Work Cycle - User Manual

PD Work Cycle - User Manual

Contents

1. Introduction...pg.4

SAP USER INTERFACE...pg.5
2. Getting started?...pg.5
      2.1 E-mail notification of items...pg.5
      2.2 Start WORK CYCLE...pg.5
      2.3 Worklist...pg.5
      2.4 Click on document number...pg.6
      2.5 What should be done?...pg.6
      2.6 Workflow statuses...pg.10
      2.7 User settings...pg.11

3. What if an approver is unavailable for some time?...pg.12
      3.1 Create substitutes...pg.12
      3.2 Adopt documents as a substitute...pg.12

4. Appendix: Where and how to view the necessary information...pg.14
      4.1 Document Detail...pg.14
      4.2 Application Toolbar Items...pg.15
      4.3 Keyboard Shortcuts...pg.16
      4.4 User Settings...pg.17

WEB APPLICATION...pg.18
1. Where to start and what everything means?...pg.18
      1.1 Start WORK CYCLE...pg.18
      1.2 Worklist...pg.19
      1.3 Selection screen...pg.20
      1.4 Document list...pg.20
      1.5 Document detail...pg.21
      1.6 Workflow statuses...pg.22
      1.7 Document statuses...pg.23
      1.8 System messages...pg.23
      1.9 User settings...pg.24

2. Where and how to view the necessary information?...pg.25
      2.1 Invoice image...pg.25
      2.2 Purchase orders...pg.25
      2.3 Vendor details...pg.25
      2.4 View the workflow status...pg.26

3. What should be done?...pg.27
      3.1 Approve documents...pg.27
      3.2 Reject documents...pg.27

4. What if an approver is unavailable for some time?...pg.29
      4.1 Overview...pg.29
      4.2 Create substitutes...pg.29
      4.3 Adopt documents as a substitute...pg.30
 

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